Anic Equity¶
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Total return since start: 0.689 %¶
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Equity now: -----------------------------> 51601.22 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48402.16 Kr¶
PnL: ---------------------------------------> -685.41 Kr¶
DD now: ---------------------------------> -0.661 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 09:27:52.821611'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -3.000000 | 3321.000000 | 141.000000 | 4.430000 | 3180.000006 |
| HMS Networks | 2 | 2.260000 | 796.000000 | 123.000000 | 18.280000 | 673.000000 |
| HEBA B | 70 | 2.620000 | 2744.000000 | 108.000000 | 4.100000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.360000 | 3544.380000 | 90.380000 | 2.620000 | 3453.999992 |
| SAAB B | 8 | 0.680000 | 3440.000000 | 63.000000 | 1.870000 | 3377.000000 |
| Swedbank A | 3 | 1.600000 | 610.800000 | 46.800000 | 8.300000 | 564.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| AcadeMedia | 12 | 1.140000 | 598.080000 | 41.080000 | 7.380000 | 557.000004 |
| Resurs Holding | 22 | 0.470000 | 614.240000 | 40.240000 | 7.010000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.740000 | 390.300000 | 35.300000 | 9.940000 | 355.000000 |
| Norva24 Group | 16 | 0.000000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| Intrum | 4 | 1.560000 | 547.800000 | 20.800000 | 3.950000 | 527.000000 |
| Eastnine | 4 | 2.080000 | 511.200000 | 20.200000 | 4.110000 | 491.000000 |
| OEM International B | 7 | 0.650000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 0.860000 | 576.960000 | 6.960000 | 1.220000 | 570.000000 |
| Boozt | 12 | 1.770000 | 1659.600000 | 5.600000 | 0.340000 | 1653.999996 |
| Coor Service Management Hold. | 8 | 0.600000 | 537.200000 | 5.200000 | 0.980000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.970000 | 249.600000 | 3.600000 | 1.460000 | 246.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Corem Property Group B | 59 | 2.720000 | 579.080000 | 2.080000 | 0.360000 | 576.999999 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Midsona B | 63 | 1.310000 | 582.750000 | -0.250000 | -0.040000 | 582.999984 |
| Handelsbanken A | 5 | -0.180000 | 543.250000 | -2.750000 | -0.500000 | 546.000000 |
| Sampo Oyj SDB | 7 | 0.550000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| CTEK | 13 | 1.920000 | 509.470000 | -24.530000 | -4.590000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.000000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| Essity B | 2 | -1.170000 | 539.000000 | -35.000000 | -6.100000 | 574.000000 |
| Vivesto | 1368 | -0.150000 | 560.060000 | -52.940000 | -8.640000 | 612.999432 |
| Fasadgruppen Group | 38 | -2.010000 | 4081.200000 | -59.800000 | -1.440000 | 4140.999992 |
| Essity A | 4 | -0.920000 | 1082.000000 | -67.000000 | -5.830000 | 1149.000000 |
| Beijer Electronics Group | 27 | 0.000000 | 3002.400000 | -81.600000 | -2.650000 | 3083.999994 |
| OX2 | 22 | 3.290000 | 1828.200000 | -160.800000 | -8.080000 | 1989.000002 |
| Axfood | 15 | -4.050000 | 3870.000000 | -430.000000 | -10.000000 | 4300.000005 |
| Ovzon | 64 | 0.000000 | 3398.400000 | -597.600000 | -14.950000 | 3996.000000 |
| TOTAL | 48399.020000 | -688.550000 | -0.66667% | 49087.564636 |
Updated:¶
'2023-02-01 09:27:13.740877'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
